We are live on ! Find out more
HR icon

Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
426
Two Sigma Securities
New York
-$195K -10,078 Closed
RJT
427
Raymond James Trust
Florida
-$194K -10,023 Closed
KC
428
Kellner Capital
New York
-$170K -8,800 Closed
JIR
429
James Investment Research
Ohio
-$156K -8,049 Closed
ASN
430
Advisory Services Network
Georgia
-$124K -6,418 Closed
BTI
431
Blue Trust Inc
Georgia
-$48K -2,492 Closed
BAM
432
Belpointe Asset Management
Nevada
-$47.4K -2,453 Closed
Lazard Asset Management
433
Lazard Asset Management
New York
-$43K -2,265 Closed
KM
434
Kalos Management
Georgia
-$39.6K -2,047 Closed
FHA
435
First Horizon Advisors
Tennessee
-$24K -1,241 Closed
AWM
436
Accel Wealth Management
Iowa
-$13.5K -700 Closed
PCM
437
Pointe Capital Management
Michigan
-$8.1K -419 Closed
WP
438
WealthPLAN Partners
Nebraska
-$3.96K -205 Closed
TWC
439
TD Waterhouse Canada
Ontario, Canada
-$3.88K -200 Closed
Twin Tree Management
440
Twin Tree Management
Texas
-$3.69K -191 Closed
SSC
441
Syverson Strege & Co
Iowa
-$2.2K -114 Closed
HWA
442
HHM Wealth Advisors
Tennessee
-$1.8K -93 Closed
SIC
443
Salem Investment Counselors
North Carolina
-$1.74K -90 Closed
BAAM
444
Baker Avenue Asset Management
California
-$1.2K -62 Closed
RCM
445
Rain Capital Management
Oregon
-$1.02K -53 Closed
TWA
446
TCI Wealth Advisors
Arizona
-$677 -35 Closed

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.